Amazon.com IncAMZN
▲ ポジティブ競争関連度
Amazon is expanding its quick-commerce service Amazon Now from 15+ cities to over 300, directly competing with incumbents.
銘柄への影響 2
Artificial Intelligence
Amazon.com IncConsumer Staples
Walmart Inc.WMT
▲ ポジティブ競争関連度
Walmart-owned Flipkart is aggressively expanding its quick-commerce service Flipkart Minutes, gaining market share.
テーマインパクト
カバレッジ外企業 5
Eternal Limited非上場▼ ネガティブ
競争関連度
Eternal shares fell 28% from peak as Amazon and Flipkart intensify quick-commerce push, eroding its market value.
Swiggy Ltd.非上場▼ ネガティブ
競争関連度
Amazon and Flipkart are aggressively expanding quick-commerce, eroding Swiggy's market value and prompting analyst downgrades.
Zepto Ltd.非上場▼ ネガティブ
競争関連度
Amazon and Flipkart's quick-commerce push has caused Zepto's unlisted shares to drop over 32% since February.
Flipkart非上場▲ ポジティブ
競争関連度
Flipkart Minutes has reached 1,000 dark stores across 130 cities, targeting 1,500 stores, gaining on incumbents.
JioMart非上場▲ ポジティブ
競争関連度
Reliance Retail is strengthening JioMart's quick-commerce operations through its network of over 3,100 stores.